Funder DirectoryKENNETH & HARLE MONTGOMERY FOUNDATION
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Private foundation (trust)EIN 363871012Est. 1993-04

KENNETH & HARLE MONTGOMERY FOUNDATION

CHICAGO, IL 60603

Total Assets

$19.6M

FY 2023

Annual Giving

$889K

FY 2023

Grants Made

28

FY 2023

Avg Grant

$32K

FY 2023

Grant Range

$3K–$150K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$1.2M

Total Expenses

$1.0M

Qualifying Distributions

$889K

Distributable Amount

$896K

Min. Investment Return

$911K

Payout rate 99%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.99%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

28 grants

Grant sizes from minimum $3K through median $14K to maximum $150K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $1.7M in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

125 grants

SOUTHWESTERN LAW SCHOOL
$1.0M
4 grants
AFRICAN GROVE INSTITUTE FOR THE ARTS
$250K
4 grants
YERKES FUTURE FOUNDATION INC
$225K
3 grants
SPIRIT OF CHARITY FOUNDATION
$200K
2 grants
EVANS SCHOLARS FOUNDATION
$192K
4 grants
JOHN G SHEDD AQUARIUM
$175K
2 grants
NORTHWESTERN UNIVERSITY PRITZKER SCHOOL OF LAW
$173K
2 grants
SOUTHERN CALIFORNIA PUBLIC RADIO
$170K
5 grants

Grant Size Distribution

125 grants

<$10K
65
grants
$10–50K
46
grants
$50–250K
13
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

11 states

California
$1.9M
51% of total
Illinois
$1.0M
27% of total
Wisconsin
$240K
6% of total
Louisiana
$200K
5% of total
Michigan
$90K
2% of total
New York
$85K
2% of total
Massachusetts
$80K
2% of total
Texas
$77K
2% of total
Ohio
$75K
2% of total
Arizona
$16K
0% of total

+1 more states

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KENNETH & HARLE MONTGOMERY FOUNDATION — Grants, Financials & Contact | Grantivo